Rates and Billing

Discuss setting rates and find billing resources and information.

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Old 07-31-2012
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Question How do you send a receipt to your client?
I'm so happy to share that I have a new client (brag, brag, brag) - but I need to know how do VAs send receipts? I'm trying out Freshbooks to use the timer and invoices but not sure if they also send receipts.

Thanks again.
jan
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Old 07-31-2012
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Default Re: How you send a receipt to your client?
I send a receipt to someone because he requests it but that is the only time.
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Old 07-31-2012
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Default Re: How you send a receipt to your client?
I've never sent a receipt to anyone. I would consider the invoice the receipt, but I guess if you want to reflect the invoice as paid you can resend the invoice reflecting that it has been paid for their file.
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Old 07-31-2012
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Default Re: How you send a receipt to your client?
I typically dont provide clients with receipts. If a client does request one, I would send them a follow up invoice with showing the zero balance. The other option is to create a receipt template in MS Word or Publisher.
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Old 07-31-2012
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Default Re: How you send a receipt to your client?
Congrats on the new client!!

Receipts are something you wouldn't send out very often - unless the client specifically requests one. Generally the tax invoice becomes receipt once payment has been made.

I do my receipts in Word. They have their own numbering system, the space where you put all the details etc, and I also put the method of payment (cheque, bank transfer, paypal etc). At the bottom I also have 'Thank you for your business'.
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Old 08-01-2012
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Default Re: How do you send a receipt to your client?
When you enter a payment on Freshbooks just put a tick in the box that sends an email confirmation to the client...
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Old 08-01-2012
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Default Re: How do you send a receipt to your client?
This morning I've been thanking VAs for their responses to my various questions I had yesterday. And it's no different with this post. I appreciate everyone's information to my question. Thank you.

Bridie, perfect answer. Thanks!
Jan
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